Bookkeeping & Advisory Packages

We offer Bookkeeping Solutions as well as Packages including Advice from your personal CPA to make sure you take advantage of every opportunity to save on taxes and grow your business.

Xero Do It Yourself

We’ll set up your Xero Growing Subscription which is perfect for small businesses to capture expenses and income with automatic bank feeds. We’ll even get your Chart of Accounts setup to start you off on the right foot.
Perfect for businesses with Revenue up to $100,000.
  • Xero Early Subscription
  • Chart of Accounts Setup
  • Hubdoc subscription to download your bank and credit card statements and Audit Proof your Receipt Tracking
  • Receipt Tracking to help you Audit Proof your Records
  • Mobile app for Xero on the Go
  • Email Newsletter Alerts

Xero Done For You

Too busy to keep up with your expenses and income? Hate doing it? No problem, we’ll do it for you! We’ll reconcile your accounts each month and you’ll have full access to review your financials to help you make better decisions.

Perfect for businesses with Revenue up to $200,000.

  • Monthly Reconciliation of up to 5 financial accounts
  • Xero Early Subscription
  • Chart of Accounts Setup
  • Hubdoc subscription to download your bank and credit card statements and Audit Proof your Receipt Tracking
  • Mobile app for Xero on the Go
  • Email Newsletter Alerts

Xero Cash Flow Done For You

Do you need to invoice customers and keep up with who owes you money?  Track your Cash Flow and manage your business like you never have before.  We’ll reconcile your accounts each month and you’ll have full access to review your financials to help you make better decisions.

Perfect for businesses with Revenue up to $500,000.

  • Monthly Reconciliation of up to 5 financial accounts
  • Xero Growing Subscription including Accounts Payable and Invoicing
  • Chart of Accounts Setup
  • Hubdoc subscription to download your bank and credit card statements and Audit Proof your Receipt Tracking
  • Mobile app for Xero on the Go
  • Email Newsletter Alerts

Compliance and Tax Enhanced

Feel the comfort of knowing that your compliance needs are taken care of while you manage and make your own decisions.

  • Maintain a solid set of books and records as a basis for Financial Statements and Planning
  • Sales Tax Preparation and Filing
  • Full-service Payroll Processing for up to 5 employees
  • Individual Income Tax Preparation
  • Business Income Tax Preparation

Freedom

Always know where you stand with up to date information and proactive planning.  You’ll discuss tax strategies for your personal situation and have a place to turn all year long to ask questions and receive helpful advice.

  • Unlimited Consultation and Advice
  • Strategy Sessions as needed to help you focus on growth and goals
  • Proactive Tax Reduction Strategies
  • Maintain a solid set of books and records as a basis for Financial Statements and Planning
  • Key Performance Metrics Analysis with Pinpoint consulting
  • Priority Tax Scheduling and Our "File on Time" Guarantee
  • Full-service Payroll Processing for up to 5 employees
  • Individual Income Tax Preparation
  • Business Income Tax Preparation

Dream

If you are ready to take your business to the next level, you need focused attention with accountability and goal setting.  We will help coach you to reach for the elite status of businesses.

  • Business Plan Setup and Updates to Focus and Expedited Growth Initiatives
  • Annual valuation report to track growth in value of business
  • Unlimited Consultation and Advice
  • Strategy Sessions as needed to help you focus on growth and goals
  • Proactive Tax Reduction Strategies
  • Maintain a solid set of books and records as a basis for Financial Statements and Planning
  • Key Performance Metrics Analysis with Pinpoint consulting
  • Priority Tax Scheduling and Our "File on Time" Guarantee
  • Full-service Payroll Processing for up to 5 employees
  • Individual Income Tax Preparation
  • Business Income Tax Preparation

Optional Setup and Catch Up

Just use the contact button below to let us know what you need and we’ll provide you with a customized solution to meet your needs.

  • Convert your Quickbooks File or Load Your Starting Balances
  • Setup Initial Bank Feeds
  • Catch up previous transaction entry and reconciliations
  • Prepare past due or amended tax returns